United Community & Family Services, Inc. 401(K) Plan — Form 5500 plan (United Community & Family Serv)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Community & Family Services, Inc. 401(K) Plan is a benefit plan reported by United Community & Family Serv under EIN 06-0653142 and plan number 003. The latest loaded filing year is 2023. The filing reports 636 participants and $30,659,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Community & Family Serv
EIN
06-0653142
Plan number
003
Plan type
2
Location
Norwich, CT
Latest filing year
2023
Participants
636
End-of-year plan assets
$30,659,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023636H, C20241014083717NAL0026832209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,659,658
Total liabilities (EOY)
$0
Net assets (EOY)
$30,659,658
Net assets (BOY)
$27,300,163

Income & contributions

Employer contributions
$1,161,784
Participant contributions
$1,048,375
Total contributions
$2,671,952
Total income / additions
$6,902,743

Expenses & distributions

Benefits paid
$3,336,765
Administrative expenses
$205,822
Total expenses
$3,543,248
Net increase / (decrease)
$3,359,495

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$150,428$02023
Lpl FinancialINVESTMENT ADVISOR$55,394not reported in the loaded dataset2023

Related Form 5500 pages